Doug is committed to helping clients achieve financial clarity and reduce stress, ensuring their financial strategies are tailored to their unique values and goals. By combining analytical skills and emotional intelligence, Doug helps clients generate joy and security from their financial lives.
Prior to joining Mercer Advisors in 2022, Doug worked with MassMutual and Merrill Lynch. He graduated from the University of Pennsylvania with a degree in Philosophy, Politics, and Economics, and furthered his education at the American College of Financial Services and the University of Chicago’s Booth Executive Education Program.
Doug is a CERTIFIED FINANCIAL PLANNER® Professional and holds the Chartered Financial Consultant® and Certified Investment Management Analyst® certifications. Doug considers it an honor, a privilege, and a high compliment to be asked to join someone on their financial journey. He believes the impact of his work as a planner is an extension of his values and grows exponentially over time.
Doug is a husband, father, aspiring stoic, movie buff, and avid reader. When he isn’t working or spending time with family, he enjoys walking his dog, Boss. Doug is also a member of the Washtenaw Estate Planning Council. If you meet up with Doug, you’ll find he’s always ready for an enjoyable conversation and loves to laugh.
Ann Arbor
2373 Oak Valley Drive Suite 110 Ann Arbor, Michigan 48103